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cwinvestmentscwinvestments/memstack/skills/marketing/sales-funnel/SKILL.md

memstack-marketing-sales-funnel

Skill425 starsChanged 5 months agoMITView on GitHub

Use this skill when the user says 'sales funnel', 'funnel', 'conversion funnel', 'customer journey', or wants to map the complete customer journey from stranger to repeat buyer with copy hooks and conversion targets. Do NOT use for ad copy creation or time-bound launch plans.

The file

We split this skill into the rules it gives an agent

3 rules. About 0 are common, 3 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈3

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    When this skill activates, output:

    line 13
  2. Distinctive:

    If the user hasn't provided details, ask:

    line 43
  3. Distinctive:

    Day 7: Check-in + ask for feedback

    line 165

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Sales Funnel: Mapping customer journey from stranger to buyer...

Maps the complete customer journey across TOFU/MOFU/BOFU stages with page templates, copy hooks, conversion targets, and optimization checklist.

Activation

When this skill activates, output:

Sales Funnel, Mapping customer journey from stranger to buyer...

Then execute the protocol below.

Context Guard

ContextStatus
User says "sales funnel", "funnel", "conversion funnel"ACTIVE
User says "customer journey" or "buyer journey"ACTIVE
User wants to map awareness → conversion → retention flowACTIVE
User wants ad copy only (no funnel structure)DORMANT, use Facebook Ad or Google Ad
User wants a time-bound launch planDORMANT: use Launch Plan

Common Mistakes

MistakeWhy It's Wrong
"Start with a sales page"Strangers don't buy. Build awareness and trust first, then pitch.
"One funnel fits all"B2B, B2C, SaaS, and e-commerce funnels have fundamentally different structures.
"Skip the nurture stage"MOFU is where trust is built. Jumping from ad to checkout kills conversion.
"Optimize before traffic"You need 1,000+ visitors per stage before conversion data is meaningful.
"Same message everywhere"Each stage needs copy matched to the buyer's awareness level.

Protocol

Step 1: Gather Funnel Requirements

If the user hasn't provided details, ask:

  1. Product/service: what are you selling? (price point, delivery model)
  2. Business model: B2B SaaS, B2C e-commerce, info product, service business?
  3. Target audience: who is the ideal buyer? (demographics, pain points)
  4. Current state: do you have existing traffic, email list, or social following?
  5. Primary goal: lead generation, direct sales, subscription, or booking calls?

Step 2: Define Funnel Type

Select the funnel architecture based on business model:

ModelFunnel TypeKey Stages
B2C E-commerceProduct FunnelAd → Product Page → Cart → Checkout → Upsell → Follow-up
B2B SaaSFree Trial FunnelContent → Lead Magnet → Email Nurture → Free Trial → Onboarding → Paid
Info ProductsWebinar FunnelAd → Registration → Webinar → Offer → Checkout → Delivery
Service BusinessConsultation FunnelContent → Lead Magnet → Case Study → Application → Call → Close
SubscriptionValue LadderFree Content → Low-Ticket → Core Offer → Premium → VIP

Step 3: Map TOFU (Top of Funnel): Awareness

Goal: Attract strangers and create awareness. Conversion target: 2-5% to MOFU.

Traffic sources:

  • Organic: SEO blog posts, YouTube, social media, podcast appearances
  • Paid: Facebook/Instagram ads, Google Search ads, YouTube ads
  • Referral: Partnerships, affiliates, guest posting

TOFU page template:

[TOFU Landing Page]
├── Headline: Address the #1 pain point (problem-aware hook)
├── Subheadline: Promise a specific outcome
├── Social proof: "Join 10,000+ [audience type]"
├── Lead magnet offer: Free [resource] that solves an immediate problem
├── Email capture form: Name + Email (minimal friction)
├── Trust signals: Logos, testimonials, media mentions
└── Exit intent popup: Alternative offer or discount

Copy formula: Problem-Agitation-Solution (PAS):

  1. Problem: "Struggling with [pain point]?"
  2. Agitation: "Every day you wait, [consequence gets worse]"
  3. Solution: "Download our free [resource] to [specific outcome]"

KPIs: Traffic volume, email opt-in rate (target: 25-40% on dedicated landing pages), cost per lead

Step 4: Map MOFU (Middle of Funnel): Consideration

Goal: Nurture leads and build trust. Conversion target: 5-15% to BOFU.

Nurture sequence:

  1. Email 1 (Day 0): Deliver lead magnet + quick win
  2. Email 2 (Day 2): Share a relevant story/case study
  3. Email 3 (Day 4): Teach a framework (demonstrate expertise)
  4. Email 4 (Day 7): Address top objection with proof
  5. Email 5 (Day 10): Soft pitch: introduce the solution

MOFU content types:

  • Case studies with specific results ("How [Customer] achieved [Result] in [Timeframe]")
  • Comparison guides (your solution vs. alternatives)
  • Free workshops or mini-courses
  • Behind-the-scenes content (builds authenticity)

MOFU page template:

[Case Study / Social Proof Page]
├── Headline: "[Customer] achieved [specific result]"
├── Before state: The problem they faced
├── Journey: What they tried, why it failed
├── Solution: How your product/service helped
├── Results: Specific metrics (revenue, time saved, growth)
├── Testimonial quote: In their own words
├── CTA: "Ready for similar results? [Next step]"
└── Objection handler: FAQ section addressing top 3-5 concerns

KPIs: Email open rate (target: 30%+), click-through rate (target: 3-5%), content engagement time

Step 5: Map BOFU (Bottom of Funnel): Decision

Goal: Convert qualified leads into buyers. Conversion target: 2-10% depending on price point.

BOFU page template: Sales Page:

[Sales Page Structure]
├── Hero: Headline + subheadline + hero image/video
├── Problem: 3 pain points the audience recognizes
├── Agitation: Cost of inaction (emotional + financial)
├── Solution: Introduce your offer as the bridge
├── Benefits: 5-7 outcome-focused bullet points
├── Features: What's included (with benefit framing)
├── Social proof: 3-5 testimonials, case study snippets
├── Pricing: Tier structure or single offer with value stack
├── Value stack: List everything included with "value" prices
├── Guarantee: Risk reversal (money-back, free trial, etc.)
├── FAQ: Top 5-7 objections answered
├── Urgency: Deadline, limited spots, or bonus expiration
├── Final CTA: Clear action button with benefit-driven text
└── P.S.: Restate the key benefit and deadline

Pricing psychology triggers:

  • Anchoring: Show the "full value" before the actual price
  • Decoy: Include a middle tier that makes the top tier look like a deal
  • Urgency: "Offer expires [date]" or "Only [X] spots remaining"
  • Risk reversal: "30-day money-back guarantee: no questions asked"

KPIs: Sales page conversion rate, average order value, cart abandonment rate (target: <70%)

Step 6: Map Post-Purchase: Retention & Expansion

Goal: Maximize lifetime value and generate referrals.

Post-purchase sequence:

  1. Immediate: Order confirmation + onboarding guide
  2. Day 1: Welcome email + how to get started
  3. Day 3: Quick win tutorial (ensure first success)
  4. Day 7: Check-in + ask for feedback
  5. Day 14: Upsell/cross-sell related product
  6. Day 30: Request testimonial or review
  7. Day 60: Referral program invitation

Retention strategies:

  • Upsell: Higher-tier version of what they bought
  • Cross-sell: Complementary product or service
  • Referral: "Give $20, get $20" program
  • Community: Private group or membership access

KPIs: Customer lifetime value (LTV), repeat purchase rate, Net Promoter Score (NPS), referral rate

Step 7: Build Conversion Optimization Checklist

For each funnel stage, verify:

TOFU checklist:

  • Landing page loads in <3 seconds
  • One clear CTA above the fold
  • Lead magnet solves an immediate, specific problem
  • Form asks for minimum info (name + email only)
  • Mobile-responsive design
  • Tracking pixels installed (Meta, Google, analytics)

MOFU checklist:

  • Email sequence delivers value before pitching
  • Case studies include specific, measurable results
  • Objections addressed before the sales page
  • Re-engagement flow for inactive leads (30+ days)
  • Segmentation based on engagement level

BOFU checklist:

  • Sales page has above-the-fold CTA
  • Price anchoring with value stack
  • Risk reversal guarantee prominently displayed
  • Checkout is 1-2 steps maximum
  • Abandoned cart email sequence (3 emails over 72 hours)
  • Order bump or upsell on checkout page

Post-purchase checklist:

  • Onboarding email sends within 5 minutes
  • First-use tutorial included
  • Review/testimonial request at day 14-30
  • Upsell offer at day 14-30
  • Referral program active

Output Format

Deliver the complete funnel as a structured document:

# [Product/Service]: Sales Funnel Architecture

## Funnel Overview
- **Type:** [Funnel type from Step 2]
- **Target audience:** [Description]
- **Price point:** [Amount]
- **Estimated funnel conversion:** [X]% end-to-end

## Stage 1: TOFU, Awareness
**Traffic sources:** [List]
**Lead magnet:** [Description]
**Landing page headline:** "[Headline]"
**Target conversion:** [X]% opt-in rate

## Stage 2: MOFU, Consideration
**Nurture sequence:** [5-email summary]
**Key content pieces:** [List]
**Target conversion:** [X]% to BOFU

## Stage 3: BOFU, Decision
**Sales page headline:** "[Headline]"
**Value stack:** [List of inclusions with values]
**Guarantee:** [Risk reversal offer]
**Target conversion:** [X]% purchase rate

## Stage 4: Post-Purchase, Retention
**Onboarding sequence:** [Summary]
**Upsell offer:** [Description]
**Referral mechanism:** [Description]

## Conversion Optimization Checklist
[Completed checklist from Step 7]

## Tech Stack Recommendations
[Email platform, landing page builder, payment processor, analytics]

Completion

Sales Funnel: Complete!

Funnel type: [Type]
Stages mapped: 4 (TOFU → MOFU → BOFU → Retention)
Pages needed: [Count]
Email sequences: [Count] ([total emails] emails)
Estimated end-to-end conversion: [X]%

Next steps:
1. Build landing pages using the templates above
2. Write email sequences (use Email Sequence skill)
3. Set up tracking pixels and analytics
4. Drive initial traffic (minimum 1,000 visitors) before optimizing
5. Review conversion data weekly and A/B test underperforming stages

Level History

  • Lv.1: Base: TOFU/MOFU/BOFU architecture, funnel type selection by business model, page templates per stage, copy formulas (PAS), nurture sequence structure, pricing psychology triggers, post-purchase retention flow, conversion optimization checklist, tech stack recommendations, KPIs per stage. (Origin: MemStack Pro v3.2, Mar 2026)

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